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  2. SAMFORD UNIVERSITY
Sponsor portfolioTH

SAMFORD UNIVERSITY

EIN 63-0312914-public relations and communications-Latest filing 2024
Plans
3
Retirement
2
$297.3M assets
Welfare
1
$957K premiums
Participants
4,232
800 LAKESHORE DRIVE - BIRMINGHAM, AL 352290001205-726-4084twitter.com/prssasamfordLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
3 filings
#004TraditionalDB-$170.2M - 921 part#002403b-$127.0M - 2,234 part#501Mixed-$957K - 1,387 lives

Retirement portfolio analytics

2 plans aggregated / $297.3M assets / 3,155 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • SAMFORD UNIVERSITY PENSION (#004)57%
  • DEFINED CONTRIBUTION PLAN (#002)43%
Total $297.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#002)2,234
  • SAMFORD UNIVERSITY PENSION (#004)921
Total 3,155Click row to drill in

Benefits portfolio analytics

1 plan / $957K premiums / 1,387 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$857K
  • Long-term disability$857K
  • Other$857K
  • Vision$100K
Total $957K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA90%
  • VISION SERVICE PLAN10%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $957K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
  • IMG0%
Total $154K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SAMFORD UNIVERSITY PENSION PLAN

TraditionalDB

Assets$170.2M
Participants921
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN

403b

Assets$127.0M
Participants2,234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAMFORD UNIVERSITY HEALTH AND WELFARE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$957K
Covered lives1,387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004SAMFORD UNIVERSITY PENSION PLANTraditionalDB$170.2M9212024
002SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN403b$127.0M2,2342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAMFORD UNIVERSITY HEALTH AND WELFARE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$957K1,3872024
Retirement plans
Welfare plans
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